Boggs Feburary 2026 Estate Planning Webinar скачать в хорошем качестве

Boggs Feburary 2026 Estate Planning Webinar

Estate planning is one of the most meaningful steps you can take to protect your family and ensure your wishes are clearly understood. In this special webinar, the Boggs & Company Wealth Management team is joined by Attorney Chris Logsdon for an in-depth, easy‑to‑follow discussion on the essential components of an effective estate plan. Together, we walk through key topics that many families—from young parents to retirees—may want to consider when shaping their long‑term plans, including: The core documents that form the foundation of an estate plan How families can think about legacy and multigenerational impact Considerations around beneficiary designations and account titling The role of trusts and how they may support specific family needs Ways to approach planning for dependents, including those with special needs Whether you’re updating an existing plan or building one for the first time, this webinar provides helpful insights to support thoughtful, family‑centered decision‑making. LPL Tracking: 1072637